Making a sales invoice

A sales invoice links the customer, items, payment and stock. Doing it the same way every time keeps customer balances and stock accurate. The exact buttons depend on your product, but the sequence is the same.

Steps

1. Start a new sale

   Open the sales screen and choose cash sale or credit sale, depending on how the customer will pay.

2. Select or add the customer

   Search for the customer. For regular customers, always select the saved record so their balance updates.

3. Add items

   Search or scan items and enter quantities. Check that the price shown is correct before moving on.

4. Apply discount or charges

   Enter a discount if permitted. If your business restricts discounts, ask a manager to approve.

5. Record payment

   Enter the amount received. If it is less than the total, the balance stays on the customer ledger.

6. Save and print

   Save the invoice and print or share it. Hand the customer a copy so they can verify the amount.

7. Handle returns correctly

   If goods come back, use the return option linked to the original invoice instead of editing the sale.

Tips

• Always select the saved customer for credit sales
• Check totals on screen before printing
• Use returns, not deletions, to correct completed sales

Common mistakes

• Selling to a walk-in account and promising credit later
• Editing old invoices instead of recording a return
• Skipping payment entry so balances look wrong